THE DAVIS FAMILY FUND INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
THE DAVIS FAMILY FUND INC (EIN 13-6160952)
Tax period
2017-11-01 to 2018-10-31
Filed
2019-02-04
IRS object ID
201900359349100505
Schema version
2017v2.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-02-04T10:28:57-08:00ReturnTs
Tax Period End2018-10-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN112370855PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Satty Levine & Ciacco CPAs PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1125 Jericho Turnpike Ste 200AddressLine1Txt
CityJerichoCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11753ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-11-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136160952EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Grove Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGROVBusinessNameControlTxt
Phone5163389500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1837 Boston Post RoadAddressLine1Txt
CityMadisonCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06443ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRussell A DavisPersonNm
Person TitlePresidentPersonTitleTxt
Signature2019-02-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFrank Lou CPAPreparerPersonNm
PTINP00546140PTIN
Phone5163389500PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$780,582FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$79InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$79InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$79InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$16,599DividendsRevAndExpnssAmt
Dividends Net Invst Incm$16,599DividendsNetInvstIncmAmt
Dividends Adj Net Incm$16,599DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$176,869NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$334,902GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$176,869CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$2,994NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$193,547TotalRevAndExpnssAmt
Total Net Invst Incm$193,547TotalNetInvstIncmAmt
Total Adj Net Incm$19,672TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,890AccountingFeesRevAndExpnssAmt
Accounting Fees Adj Net Incm$1,890AccountingFeesAdjNetIncmAmt
Taxes Rev And Expnss$37TaxesRevAndExpnssAmt
Taxes Adj Net Incm$37TaxesAdjNetIncmAmt
Other Expenses Rev And Expnss$1,998OtherExpensesRevAndExpnssAmt
Other Expenses Adj Net Incm$1,998OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$3,925TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$3,925TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$41,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$41,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$44,925TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$3,925TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$41,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$148,622ExcessRevenueOverExpensesAmt
Net Investment Income$193,547NetInvestmentIncomeAmt
Adjusted Net Income$15,747AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$49,912CashBOYAmt
Cash EOY$31,635CashEOYAmt
Cash EOYFMV$31,635CashEOYFMVAmt
Rcvbl From Officers BOY$180RcvblFromOfficersBOYAmt
Corporate Stock BOY$490,391CorporateStockBOYAmt
Corporate Stock EOY$525,822CorporateStockEOYAmt
Corporate Stock EOYFMV$748,947CorporateStockEOYFMVAmt
Total Assets BOY$540,483TotalAssetsBOYAmt
Total Assets EOY$557,457TotalAssetsEOYAmt
Total Assets EOYFMV$780,582TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Additional Paid In Capital BOY$513,888AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$382,240AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$26,595RetainedEarningBOYAmt
Retained Earning EOY$175,217RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$540,483TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$557,457TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$540,483TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$557,457TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$540,483TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$148,622ExcessRevenueOverExpensesAmt
Subtotal$689,105SubtotalAmt
Other Decreases$131,648OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$557,457TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Blackrock Income TrustP2018-01-012018-07-27$456$484-$28-$28
PGM Global Total ReturnP2018-01-012018-07-27$13$13
PGM BalancedP2018-01-012018-07-27$8,659$8,461$198$198
Eaton Vance Senior Income TrustP2018-01-012018-07-27$26$26
Bristol Myers SquibbP2015-06-082018-07-27$2,107$2,466-$359-$359
Eaton Vance Senior TrustP2001-01-252018-07-27$3,195$4,811-$1,616-$1,616
JPMorgan ChaseP2015-06-082018-07-27$23,222$13,609$9,613$9,613
JPMorgan ChaseP2017-01-192018-07-27$8,244$6,046$2,198$2,198
Marathon OilP1997-12-082018-07-27$10,858$5,599$5,259$5,259
Marathon PetroleumP1997-12-102018-07-27$64,686$5,803$58,883$58,883
PGM BalancedP2016-01-012018-07-27$107,077$90,677$16,400$16,400
Blackrock Income TrustP2016-01-012018-07-27$10,312$12,097-$1,785-$1,785
Franklin Templeton Beacon FundP2016-01-012018-01-06$4,658$4,658$4,658
Franklin Templeton Beacon FundP2018-01-012018-01-06$135$135$135
PGM BalancedP2016-01-012017-12-13$5,008$5,008$5,008
PGM BalancedP2017-01-012017-12-13$2,699$2,699$2,699
PGM BalancedP2016-01-012017-07-27$72,299$72,299$72,299
PGM Global Total ReturnP2016-01-012017-07-27$3,317$3,317$3,317
Garrett Motion IncP2018-07-272018-10-11$77$86-$9-$9
Praxair Inc.P2018-07-272018-10-31$7,846$7,846
Resideo Technologies Inc.P2018-07-272018-10-29$8$9-$1-$1
FieldValueIRS element (for citing)
Capital Gain Net Income$176,869CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$2,994NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$39,573AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$863,973NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.04580DistributionYr1Rt
Adjusted Qlfy Distri Yr2$29,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$783,208NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.03703DistributionYr2Rt
Adjusted Qlfy Distri Yr3$35,822AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$843,515NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.04247DistributionYr3Rt
Adjusted Qlfy Distri Yr4$31,500AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$893,271NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.03526DistributionYr4Rt
Adjusted Qlfy Distri Yr5$35,339AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$841,578NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.04199DistributionYr5Rt
Total Distribution0.202554TotalDistributionRt
Average Distribution0.040511AverageDistributionRt
Net Vl Noncharitable Assets$880,712NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$35,679AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,935NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$37,614AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$41,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,935InvestmentIncomeExciseTaxAmt
Subtotal$1,935SubtotalAmt
Tax Based On Investment Income$1,935TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$773EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$773TotalPaymentsAndCreditsAmt
Tax Due$1,162TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Satty Levine & Ciacco CPAsBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5163389500PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1125 Jericho TpkeAddressLine1Txt
CityJerichoCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11753ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Russell A Davis
837 Boston Post Road Ste 12MadisonCT06443President0.00$0
Gerald A Davis
837 Boston Post Road Ste 12MadisonCT06443Treasurer0.00$0
Stephen M Davis
837 Boston Post Road Ste 12MadisonCT06443Secretary0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1community based projectsDescription1Txt
Expenses1$15,650Expenses1Amt
Description2artsDescription2Txt
Expenses2$4,500Expenses2Amt
Description3religiousDescription3Txt
Expenses3$6,100Expenses3Amt
Description4educationalDescription4Txt
Expenses4$14,750Expenses4Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$835,181AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$58,943AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$894,124TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$894,124AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,412CashDeemedCharitableAmt
Net Vl Noncharitable Assets$880,712NetVlNoncharitableAssetsAmt
Minimum Investment Return$44,036MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$44,036MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,935TaxBasedOnInvestmentIncomeAmt
Total Tax$1,935TotalTaxAmt
Distributable Before Adj$42,101DistributableBeforeAdjAmt
Distributable Before Ded$42,101DistributableBeforeDedAmt
Distributable As Adjusted$42,101DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$41,000ExpensesAndContributionsAmt
Qualifying Distributions$41,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,935PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$39,065AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$42,101DistributableAsAdjustedAmt
Undistributed Income PY$30,636UndistributedIncomePYAmt
Qualifying Distributions$41,000QualifyingDistributionsAmt
Applied To Year1$30,636AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$10,364AppliedToCurrentYearAmt
Undistributed Income CY$31,737UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SHORELINE ARTS ALLIANCE
725 BOSTON POST ROADGUILFORDCT06437NONEPCgeneral CONTRIBUTION$1,000
THE HOLLYCROFT FOUNDATION
51 COMSTOCK AVEIVORYTONCT06442NONEPCgeneral CONTRIBUTION$1,000
MADISON CULTURAL ARTS
PO BOX 67MADISONCT06443NONEPCgeneral CONTRIBUTION$1,500
MADISON ABC PROGRAM
BOX 371MADISONCT06443NONEPCgeneral contribution$1,000
MADISON FOUNDATION
PO BOX 446MADISONCT06443NONEPCgeneral contribution$2,000
EC Scranton Memorial Library
801 BOSTON POST ROADMadIsonCT06443NONEPCgeneral contribution$12,500
MADISON HISTORICAL SOCIETY
14 MEETINGHOUSE LANEMADISONCT06443NONENonprofitgeneral contribution$1,000
MADISON HOSE CO NO 1
PO BOX 573MADISONCT06443NONENon-profigeneral contributions$1,000
FRESH PRODUCERS
3620 LA HABRA WAYSACRAMENTOCA95864NONEPCgeneral contribution$2,950
MADISON ROTARY FOUNDATION
PO BOX 335MADISONCT06443NONENonprofitGENERAL CONTRIBUTION$1,000
BETH SHALOM RODFE ZEDEK
55 EAST KINGS HIGHWAYCHESTERCT06412NONENONPROFITGENERAL contribution$4,000
GUILFORD ART CENTER
411 CHURCH STREETGUILFORDCT06437NONEPCGeneral Contribution$1,000
ARYEH STEIN-AZEN FUND
PO Box 5357PrincetonNJ08540NONEPCGeneral Contribution$1,350
END RAPE ON CAMPUS
1440 G Street NWWashingtonDC20005NONEPCGeneral Contribution$1,350
OUR PIECE OF THE PIE
20-28 Sargeant StreetHartfordCT06105NONEPCGeneral Contribution$1,350
Madison Ambulance Association
9 Old Route 79MadisonCT06443NONEPCGeneral Contribution$1,000
Temple Solel
3575 Manchester AvenueCardiff by the SeaCA92007NONEPCGeneral Contribution$750
Scrumptious Schoolyards
1888 Montgomery AvenueCardiff by the SeaCA92007NONEPCGeneral Contribution$500
DLH Foundation
221 W Crest StreetEscondidoCA92025NONEEOFGeneral Contribution$750
KPBS
5200 Campanile DriveSan DiegoCA92182NONEPCGeneral Contribution$1,200
Surfing Madonna Oceans Project
1106 2nd StreetEncinitasCA92024NONEPCGeneral Contribution$800
HIAS
1300 Spring StreetSilver SpringMD20910NONEPCGeneral Contribution$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$41,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$79ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$16,599ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$176,869RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$16,678ExclusionAmt
Related Or Exempt Function Incm$176,869RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$193,547TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number8LineNumberTxt
Relationship StatementIncome is generated to support the organization's charitable purpose.RelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting feesCategoryTxt
Amt$1,890Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$1,890AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescInvestment ExpensesDesc
Revenue And Expenses Per Books$1,998RevenueAndExpensesPerBooksAmt
Adjusted Net Income$1,998AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT INCOME TAXESCategoryTxt
Amt$37Amt
Adjusted Net Income$37AdjustedNetIncomeAmt

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